UBS Group

UBS Group

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

8,493

Market Value

$562.3B

Portfolio Analysis

AIPreview
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I. Institutional Overview

The institutional investment landscape is often defined by the movements of its largest titans, and few entities command as much global influence as UBS Group. As of the first quarter of 2026, the institutional holdings report reveals a portfolio of staggering proportions, with a total reported market value reaching approximately $562.30 billion. This...

UBS Group’s investment philosophy, as evidenced by its current portfolio structure, is one of extreme diversification coupled with surgical precision in core growth areas. With a total of 8,493 individual stock holdings, the institution operates on a scale that few other entities can match. This high number of holdings suggests a multi-faceted approach to...

Analyzing the scale trend, the portfolio value of $562.30 billion places UBS Group in the upper echelon of global asset managers. When compared to previous cycles, the current valuation suggests a period of expansion, likely driven by both capital appreciation in the technology sector and the continued integration of assets following major corporate...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
NVDA2.2%2.3%2.6%2.6%
AAPL1.9%2.0%2.0%1.9%
MSFT1.8%2.2%2.5%2.7%
ETF-SPY1.2%1.2%0.9%1.1%
AVGO1.1%1.3%1.2%1.2%
AMZN1.1%1.3%1.3%1.4%
GOOGL1.0%1.1%0.9%0.8%
ETF-IEFA0.9%---
JPM0.8%-1.0%1.0%
GOOG0.8%1.0%--

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

NVDA+17.47%
MU+194.78%
GOOGL+24.42%
AVGO+24.57%
AAPL+16.49%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

ETF-VO-72.47%
ETF-VUG-80.51%
ETF-IWF-71.49%
ETF-VGT-83.74%
XOM-13.59%

Sector Analysis

Energy5.6%
Others2.7%
Materials3.1%
Utilities2.5%
Financials13.8%
Healthcare10.1%
Technology28.1%
Industrials11.6%

Trading Summary